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Shore Point Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Shore Point Advisors’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-562
Closed -$30K – 109
2021
Q4 		$30K Buy
+562
New +$29.8K 0.03% 87

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Shore Point Advisors's IUSB Position: Q1 2022 in Review

Shore Point Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2022, closing a stake of 562 shares — an estimated $30K sold.

Shore Point Advisors first reported a position in IUSB in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 477 funds tracked by Wall St. Rank hold IUSB as of Q1 2022.

  • Shore Point Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Shore Point Advisors sold 562 iShares Core Universal USD Bond ETF shares in Q1 2022, an estimated $30K.
  • Shore Point Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 1 quarter.
  • Shore Point Advisors's iShares Core Universal USD Bond ETF position peaked at $30K in Q4 2021.
  • 477 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2022.

Based on Shore Point Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.